Original filing (PDF)20251007145758NAL0011636946001

JANNUS, INC.

Name: JANNUS, INC. — JANNUS, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: JANNUS, INC.

Form 5500

FILING_RECEIVED

JANNUS, INC. RETIREMENT PLAN

403(b) retirement plan

Active participants

169

Accounts w/ balance

169

Plan assets (EOY)

$12.5M

Net assets (EOY)

$12.5M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JANNUS, INC..

Plan sponsor

Name

JANNUS, INC.

EIN

81-6035382

Address

1607 WEST JEFFERSON STREET · BOISE, ID · 83702

Phone

(208) 336-5533

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

164

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

SORREN CPAS P.C.

Trustee / custodian

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEAMERICA RETIREMENT SERVICES LLC	46-5378846	—	RECORDKEEPER	$26K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
TUMWATER WEALTH MANAGEMENT	—	BOISE, ID	ADVISOR	$32K	—

Trustee

Name	EIN	Location	Relation	Direct comp

Investments

1 pooled fund· $133K(1% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Investment	Type	Current value	% of plan
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	$133K	1.1%

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